OISVX
Price
$14.27
Change
-$0.01 (-0.07%)
Updated
Aug 18 closing price
Net Assets
592.89M
VSCAX
Price
$24.31
Change
-$0.12 (-0.49%)
Updated
Aug 19 closing price
Net Assets
7.01B
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OISVX vs VSCAX

Header iconOISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets592.89M
Invesco Small Cap Value A
Price$24.31
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets7.01B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Aug 20, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Hold and VSCAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.01B vs. OISVX (593M). OISVX pays higher dividends than VSCAX: OISVX (0.97) vs VSCAX (0.34). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.39) is less costly to investors than VSCAX (1.12). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 6.52 vs. OISVX (-2.44). VSCAX return over 5 years is better than : 110.13 vs. OISVX (30.91).
OISVXVSCAXOISVX / VSCAX
Total Expense Ratio1.251.12112%
Annual Report Gross Expense Ratio1.391.12124%
Fund Existence22 years26 years-
Gain YTD-0.6273.913-16%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets593M7.01B8%
Annual Yield % from dividends0.970.34287%
Returns for 1 year-2.446.52-37%
Returns for 3 years-2.1832.92-7%
Returns for 5 years30.91110.1328%
Returns for 10 years19.3034.4956%
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